Funds › Lindsell Train Ltd
Lindsell Train Ltd
13F for Q3 2026, filed Nov 2, 2026. 28 positions worth $2.4B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | GOOGL Alphabet Inc. Class A | 1.13M | $387.4M | 16.4% | -12.5% | 13F ↗ |
| 2 | TKO TKO Group Holdings, Inc. | 1.94M | $348.5M | 14.8% | -7.6% | 13F ↗ |
| 3 | TMO Thermo Fisher Scientific Inc | 391,841 | $293.1M | 12.4% | -23.8% | 13F ↗ |
| 4 | DIS Walt Disney Company | 2.30M | $241.2M | 10.2% | -11.8% | 13F ↗ |
| 5 | INTU Intuit Inc. | 627,583 | $173.0M | 7.3% | -5.9% | 13F ↗ |
| 6 | PYPL PayPal Holdings, Inc. | 2.94M | $154.4M | 6.6% | -7.1% | 13F ↗ |
| 7 | MDLZ Mondelez International, Inc. | 2.28M | $145.9M | 6.2% | -11.1% | 13F ↗ |
| 8 | FICO Fair Isaac Corporation | 212,785 | $126.1M | 5.3% | -5.9% | 13F ↗ |
| 9 | PEP PepsiCo, Inc. | 950,988 | $120.5M | 5.1% | -7.1% | 13F ↗ |
| 10 | EBAY eBay Inc. | 1.05M | $111.6M | 4.7% | -5.7% | 13F ↗ |
| 11 | KKR KKR & Co. Inc. | 990,230 | $90.4M | 3.8% | +48.3% | 13F ↗ |
| 12 | MANU Manchester United Ltd. | 2.51M | $52.5M | 2.2% | -9.1% | 13F ↗ |
| 13 | BF-A Brown-Forman Corporation Class A | 1.94M | $52.1M | 2.2% | -9.0% | 13F ↗ |
| 14 | BF-B Brown-Forman Corporation Class B | 1.33M | $34.8M | 1.5% | -3.7% | 13F ↗ |
| 15 | V Visa Inc. | 10,500 | $3.8M | 0.2% | Unchanged | 13F ↗ |
| 16 | SPGI S&P Global Inc. | 7,400 | $2.9M | 0.1% | Unchanged | 13F ↗ |
| 17 | CP Canadian Pacific Kansas City Limited | 30,000 | $2.6M | 0.1% | Unchanged | 13F ↗ |
| 18 | AXP American Express Company | 7,200 | $2.2M | 0.1% | -5.3% | 13F ↗ |
| 19 | CME CME Group Inc. | 6,900 | $1.8M | 0.1% | Unchanged | 13F ↗ |
| 20 | ADBE Adobe Inc. | 7,000 | $1.7M | 0.1% | Unchanged | 13F ↗ |
| 21 | EFX Equifax, Inc. | 11,800 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 22 | VRSK Verisk Analytics, Inc. | 9,500 | $1.6M | 0.1% | Unchanged | 13F ↗ |
| 23 | WMG Warner Music Group Corp. | 55,000 | $1.5M | 0.1% | +10.0% | 13F ↗ |
| 24 | ORCL Oracle Corporation | 9,000 | $1.2M | 0.1% | Unchanged | 13F ↗ |
| 25 | EL Estee Lauder Companies, Inc. | 12,500 | $1.2M | <0.1% | -16.7% | 13F ↗ |
| 26 | MSGS MSG Knickerbockers Corp. | 2,700 | $1.1M | <0.1% | -3.6% | 13F ↗ |
| 27 | KO Coca-Cola Company | 11,500 | $989.9K | <0.1% | -4.2% | 13F ↗ |
| 28 | NKE Nike, Inc. | 21,000 | $743.4K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
0 new, 2 added to, 17 trimmed, 0 exited, 9 unchanged. By estimated dollars.
New positions (0)
None this quarter.
Added to (2)
Trimmed (17)
| TMO Thermo Fisher Scientific Inc | 391,841 | -23.8% | -$91.7M |
| GOOGL Alphabet Inc. Class A | 1.13M | -12.5% | -$55.3M |
| DIS Walt Disney Company | 2.30M | -11.8% | -$32.4M |
| TKO TKO Group Holdings, Inc. | 1.94M | -7.6% | -$28.7M |
| MDLZ Mondelez International, Inc. | 2.28M | -11.1% | -$18.2M |
| PYPL PayPal Holdings, Inc. | 2.94M | -7.1% | -$11.7M |
| INTU Intuit Inc. | 627,583 | -5.9% | -$10.8M |
| PEP PepsiCo, Inc. | 950,988 | -7.1% | -$9.2M |
| FICO Fair Isaac Corporation | 212,785 | -5.9% | -$7.9M |
| EBAY eBay Inc. | 1.05M | -5.7% | -$6.7M |
Exited (0)
None this quarter.
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 2, 2026 | 13F-HR | 28 | $2.4B | Current | SEC ↗ |
| Q2 2026 | Jul 15, 2026 | 13F-HR | 28 | $2.6B | Current | SEC ↗ |
| Q1 2026 | Apr 24, 2026 | 13F-HR | 27 | $3.1B | Current | SEC ↗ |
| Q4 2025 | Feb 11, 2026 | 13F-HR | 28 | $3.9B | Current | SEC ↗ |
| Q3 2025 | Nov 12, 2025 | 13F-HR | 28 | $4.1B | Current | SEC ↗ |
| Q2 2025 | Aug 8, 2025 | 13F-HR | 29 | $4.2B | Current | SEC ↗ |
| Q1 2025 | May 15, 2025 | 13F-HR | 29 | $3.6B | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer